McKinley Carter Wealth Services, Inc. - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 1,871 filers reported holding VANGUARD INDEX FDS in Q3 2021. The put-call ratio across all filers is 0.19 and the average weighting 2.6%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$1,628,614
-1.9%
7,667
+1.7%
0.13%
+4.0%
Q2 2023$1,660,061
+38.4%
7,536
+28.3%
0.12%
+33.0%
Q1 2023$1,199,393
+4.2%
5,876
-2.4%
0.09%
-4.1%
Q4 2022$1,150,795
+9.1%
6,019
+2.4%
0.10%0.0%
Q3 2022$1,055,000
-2.3%
5,880
+2.7%
0.10%
+2.1%
Q2 2022$1,080,000
-18.3%
5,724
-1.4%
0.10%
-6.8%
Q1 2022$1,322,000
-11.5%
5,807
-6.1%
0.10%
-7.2%
Q4 2021$1,493,000
+8.4%
6,185
-0.3%
0.11%
-1.8%
Q3 2021$1,377,000
-9.2%
6,202
-8.9%
0.11%
-9.6%
Q2 2021$1,517,000
+5.3%
6,809
-2.3%
0.12%
+1.6%
Q1 2021$1,440,000
+22.2%
6,970
+15.2%
0.12%
-20.1%
Q4 2020$1,178,000
+229.1%
6,050
+188.1%
0.15%
+92.5%
Q3 2020$358,000
-15.4%
2,100
-22.3%
0.08%
-23.1%
Q2 2020$423,000
+73.4%
2,704
+43.1%
0.10%
+42.5%
Q1 2020$244,000
-31.1%
1,889
-12.7%
0.07%
-12.0%
Q4 2019$354,000
+7.6%
2,164
-0.7%
0.08%
-1.2%
Q3 2019$329,000
+31.6%
2,179
+30.8%
0.08%
+25.4%
Q2 2019$250,000
-20.9%
1,666
-23.6%
0.07%
-24.7%
Q1 2019$316,000
+13.7%
2,182
+0.3%
0.09%
-3.3%
Q4 2018$278,000
-5.8%
2,175
+10.2%
0.09%
+5.7%
Q3 2018$295,000
-22.8%
1,973
-27.4%
0.09%
-29.3%
Q2 2018$382,000
+1.3%
2,717
-2.3%
0.12%0.0%
Q1 2018$377,000
-8.5%
2,780
-7.5%
0.12%
-13.4%
Q4 2017$412,000
-9.5%
3,005
-14.5%
0.14%
-18.9%
Q3 2017$455,000
+11.0%
3,513
+6.6%
0.18%
-3.3%
Q2 2017$410,000
-9.9%
3,294
-12.2%
0.18%
-14.2%
Q1 2017$455,000
+0.9%
3,752
-4.0%
0.21%
-7.5%
Q4 2016$451,000
+52.4%
3,909
+47.0%
0.23%
+49.0%
Q3 2016$296,000
-17.5%
2,659
-20.7%
0.15%
-18.2%
Q2 2016$359,000
-8.4%
3,353
-10.3%
0.19%
-13.8%
Q1 2016$392,000
+34.2%
3,737
+33.4%
0.22%
+29.9%
Q4 2015$292,000
+5.0%
2,802
-0.5%
0.17%
-3.5%
Q3 2015$278,000
-8.6%
2,815
-0.9%
0.17%
+4.8%
Q2 2015$304,000
-12.1%
2,840
-11.9%
0.16%
-26.0%
Q1 2015$346,000
+33.6%
3,225
+31.7%
0.22%
+9.9%
Q4 2014$259,000
+7.0%
2,448
+2.5%
0.20%
-11.7%
Q3 2014$242,0002,3880.23%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders